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VPHM reported
but no news from big FDA hearing re. bioequivalence
QBIK.ob becomes QBC... no mo'sneaking that symbol in
Cubic Energy, Inc. Receives AMEX Listing Approval
Thursday July 31, 2:27 pm ET
http://biz.yahoo.com/pz/080731/147616.html
Haynesville Shale play
Cubic Energy, Inc. Provides Update On Its Northwest Louisiana Haynesville Shale Activity
Wednesday July 23, 10:48 am ET
http://biz.yahoo.com/pz/080723/146934.html
check previous links
the rumor is that CHK is buying up as much property as it can in this play
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
MEDX stochastic hinge
when the the stochastic can't return to oversold, this one is in a good sector and looks to be ready to charge higher
knobias shows earnings due
here is link to july10 MEDX R&D day: http://biz.yahoo.com/cc/4/94334.html
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
MELI should be on every scalper's watchlist
ATR nearly 10% and atr(7)nearly 3.00
VISN Zounds!
NOEC link to Wed conf call
New Oriental Energy & Chemical Says It Expects FY'09 Revenues Will Increase at Least 20%
Tuesday July 22, 8:30 am ET
http://biz.yahoo.com/iw/080722/0417937.html
Expects FY'09 First Quarter Revenues Increased to Approximately $16 Million; Investor Conference Call Planned for Wednesday, July 30th @ 4:30 pm
http://viavid.net/dce.aspx?sid=00005355
Replay Information
Phone # : 800-406-7325
Passcode : 3904474
have listened 2x but not compared to filings
i fail to understand how any of my chinese basic material plays are so price-emaciated, particularly those who are making fertilizers like SDTH and NOEC
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
ACLI
static 2 days
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper pick: VISN on late strength
and presumed followthrough tonight in China
FSIN came back to support and is now a pinch play
FSIN
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
YTEC shaping up here
going a lot higher over time
Olympics exposure has to be a plus
CPST news
These systems will convert sunlight to grid electricity using a parabolic solar concentrator to focus the sun’s energy into a solar receiver that provides enough heat energy to drive Capstone’s modified turbine and power electronics. Under the initial phase of development, Capstone will make modifications to the existing microturbine to operate on superheated air and integrate the microturbine with the HelioFocus solar concentrator system.
SOUNDS SO INCREDIBLY WAY BETTER THAN DRIVING TURBINES VIA COMBUSTION OF FOSSIL FUELS.
I think, on first blush, that where the rubber meets the road here are the economies of scale, and whether or not a microturbine is the most efficient way to produce the energy.
I suspect that the real benefit of this technology will be to power small communities, kibbutzim?, off the grid, with concentrated solar arrays that will require smaller footprints than current concentrated solar arrays.
I think that this can't be a solution, on the scale that CPST turbines operate, to drive an alternative to larger grid issues.
We shall see
Am still waiting to hear why the etf FAN has included CPST in their wind energy portfolio.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper pick: JRJC
CBAK multiple alerts on tradeideas
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
heheh am already expert at losing $ here
am down on first trade back: GNA
steel
nice oversold bounce candidate
upward channel coming off bottom of bollie band
bit of a pinch setup with the PPO/ADX
what's not to like except it's underperforming at the moment
i'd be up a little except i missed the cross (entry signal)on the ema8 at 15.66
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
OT back from vegas
great vacation
didn't lose at the gaming tables and
hit theoveralls of all national events
unfortunately finished 3/4 again in the big event.
i will never win it as i am now ineligible having crossed the upper threshold for points for eligibility
gapper pick: NOEC selling overdone imo
maybe a positive pr and guidance are in order over & above the 10-K filing
Vegas baby..... summer nationals start tomorrow for me
posting will be sporadic til i get back on the 28th.
good luck trading
i added to GIGM
took MELI off (mistake)
set a buy for NOEC that hasn't filled
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
OMG
...again
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
u got a winnah there
after reading all that doom/gloom 'FIRE' bubble stuff and the straits our dollar is in how can it not make cents(sic) to become precious?
check out the % differential with the inflection points for that double long i mentioned: DGP
86-96 on GLD last leg
20-25 on DGP
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
NOEC earnings out; FY08 EPS 32c Vs FY07 EPS 30c
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5775182
Our Company currently has the capacity to produce 150,000 tons of ammonia per year, 150,000 tons of DME per year, 150,000 tons of urea per year, 60,000 tons of ammonium bicarbonate per year and 100,000 tons of methanol per year. During the second quarter of fiscal year 2008, we expanded the Company’s annual DME capacity to 150,000 ton per year. For the year end of March 31, 2008, the Company’s total revenues were $67,832,920.
...
The sales of Urea increased 39.89% to $30,774,271 for the year ended March 31, 2008 from $21,999,472 for the year ended March 31, 2007. This increase is attributable to the technological renovation of the Urea production line which has increased production capacity and the marketing development effort that has been put forth to ensure that the increased output of Urea could be distributed.
The revenue generated from Ammonium Bicarbonate increased 11.24% to $2,320,609 for the year ended March 31, 2008 from $2,086,058 for the year ended March 31, 2007. The increase in revenue can be attributed to the logical organization of production, which has improved the production capacity slightly.
The sales of Methanol decreased 94.31% to $417,180 for the year ended March 31, 2008 from $7,337,211 for the year ended March 31, 2007. This decrease is due to the fact that the majority of self-made Methanol has been used for the increase production of DME by the Company, and only a small portion of Methanol has been sold to outside customers.
The revenue contribution from Liquefied Ammonia has decreased 21% to $1,468,603 for the year ended March 31, 2008 from $1,858,936. The Liquefied Ammonia is an intermediate product created during the synthetic ammonia production process and can be sold directly as finished product. Normally, Liquefied Ammonia is be converted to Urea which results in a higher return for the Company. Therefore, we only sell Liquefied Ammonia to external buyers when: i) the Urea production line was unable to fully convert the Liquefied Ammonia (such as failure of the production line); or ii) the selling price of Liquefied Ammonia is relatively high due to market conditions.
The sales of DME increased 565.88% to $32,626,266 for the year ended March 31, 2008 from $4,899,690 for the year ended March 31, 2007. Such remarkable increase is attributable to the vast increase in production capacity. This production capacity falls short of demand so no DME inventory remains in stock. DME production capacity for the first half and second half of the 2007 fiscal year was 10,000 Tons per year and 50,000 Tons per year, respectively, resulting in a lower output of DME in 2007. The production capacity for the first half of the 2008 fiscal year remained at 50,000 Tons per year, but we expanded the production capacity of DME to 150,000 Tons per year in the second half of the 2008 fiscal year.
The sales of Ammonia Water increase 43.57% to $225,991 for the year ended March 31, 2008 from $157,406 for the year ended March 31, 2007. Ammonia Water is a by product created during the synthetic ammonia production process. During the year, we improved our technology and organizing the production more scientifically to enhance the recycle rate of Ammonia Water, which has resulted in higher output and sales of Ammonia Water. The increase of Ammonia Water output not only could increase company income, but also could reduce environmental pollution.
...
NET INCOME
The Company’s net income for year ended March 31, 2008 increased 34.64% to $4,062,941 from $3,017,671 for the year ended March 31, 2007. This large scale increase may due to the comprehensive effect of several factors, which are including the expansion of production capacity; fruitful development of the market; the increase of revenue and the effective control of cost and expenses.
...
offsetting the big increase in net income is a 27% increase in the number of shares outstanding from 9.922mil to 12.640mil.
...
haven't had a chance to look at the effect of capacity increases this year for future revenue gains
Products 2008 2007 Comparisons
Amount
$ Percentage of
Revenue (%) Amount
$ Percentage of
Revenue (%) Change in
Amount
$ Change in
Percentage
(%)
Urea $ 30,774,271 45.37 % $ 21,999,472 57.38 % $ 8,774,799 39.89 %
Ammonium bicarbonate 2,320,609 3.42 % 2,086,058 5.44 % 234,551 11.24 %
Methanol 417,180 0.62 % 7,337,211 19.14 % (6,920,031 ) (94.31 )%
Liquefied Ammonia 1,468,603 2.17 % 1,858,936 4.85 % (390,333 ) (21.00 )%
DME 32,626,266 48.10 % 4,899,690 12.78 % 27,726,576 565.88 %
Ammonia Water 225,991 0.33 % 157,406 0.41 % 68,585 43.57 %
Total $ 67,832,920 $ 38,338,773 $ 29,494,147
gapper: CAEI busy early busy late
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
go for the glitter when the dollar's in the gutter
gapper RNIN: hunch
block buys smart money today
no reason for buying in this crappy market unless you think you know something
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
FCFC has big inverse H&S and is at necklines [edit]
getting a tradeideas cross above resistance alert here eod..positive sign
i am not a fan of vultures that feed off the pinch felt by working class americans who have to borrow from their paychecks that havent' arrived
so i can't own any of these
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
3 Scary things in last year
1. end of the uptick rule for shorting
2. taking the lid off the cesspool of CDOs CMOs & assorted subprime detritus
3. what i just read last night:
Will 'Dark Pools' Be the Capital Markets' Next Black Holes?
http://seekingalpha.com/article/84459-will-dark-pools-be-the-capital-markets-next-black-holes
how can there be a fair market for small traders if huge volumes are crossing away from the tape?
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CTIB S.C. Johnson evidently embarking on a national rollout according to thelion's bman....
i have not confirmed it, but if you click on the ziplock link in previous post you will see the product description and instruction sets
http://www.taglichbrothers.com/equityuniverse/companies/cti/ctib-05072008.pdf
i find very few folks there actually do reasonable homework but this fellow is one of them
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CTIB
http://www.ziploc.com/?p=b10
may get a pop on national advertising campaign
i haven't actually looked for the Reynolds' competitive product on local grocery shelves.
has to be more than a niche camping/fishing product to make a difference..
might be a speculation at the right price
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
Finding non-correlates to a sick mkt
CSH isn't the only pawn play: EZPW and FCFS have been moving up as Americans' cash pains have grown:
China tickers haven't worked particularly well tho i still like them.
spoke about Rogers commodity tickers: check RJN this year
now am curious about inverse commodity tickers, e.g. the double gold long etn: DGP
2 Latin American plays CZZ and MELI haven't show a lot of conviction either
there are a ton of etfs and etns out there that use leverage both short & long
DCR the 2nd coming UOY DOY
for those who want to speculate on West Texas Crude in the equity markets:
MacroMarkets recently released two new crude oil-based ETFs, the MacroShares $100 Oil Up fund
(UOY) and MacroShares $100 Oil Down fund (DOY), giving investors the chance to invest in both
rising and declining oil prices as they see fit. This is actually a re-release of the former paired ETFs
trading under the symbols UCR and DCR, which closed due to certain triggers being hit by run-away
Crude Oil [CRUDE] prices. The funds to not physically buy or sell Crude Oil in physical form or
through the futures markets, but rather transfer Treasury assets back and forth based upon changes in
West Texas Intermediate oil prices on the spot market. The new MacroMarkets ETFs are offered at an
expense ratio of 0.95%.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
ERII initial dd links
prospectus
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5761246
article in Forbes:
http://www.forbes.com/2008/05/08/mitra-energy-recovery-tech-science-cx_sm_0509mitra.html
interview with founder:
http://sramanamitra.com/2007/02/08/serial-entrepreneur-hp-michelet-part-1/
Energy Recovery IPO Analysis: A Buy at the Right Price
by: Jeffrey McLarty posted on: July 01, 2008
http://seekingalpha.com/article/83434-energy-recovery-ipo-analysis-a-buy-at-the-right-price
Energy Recovery Shakes Up Dead IPO Market
http://seekingalpha.com/article/84314-energy-recovery-shakes-up-dead-ipo-market?source=side_bar_editors_picks
potentially big news:
Raychem Founder Paul M. Cook Joins Energy Recovery, Inc. (ERI) Board of Directors
Tuesday July 8, 8:00 am ET
Innovative and Legendary Visionary in Technology Joins Desalination Solution Manufacturer
http://biz.yahoo.com/bw/080708/20080708005512.html?.v=1
interview with Paul Cook, incredible entrepeneu/ Raychem founder
http://sramanamitra.com/2007/08/10/lessons-for-cleantech-entrepreneurs-raychem-ceo-paul-cook-part-1/
website: www.energyrecovery.com.
very lumpy sales cycles are not going to make this a smooth ride imo.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
MELI pinch setup & other factors
CEO cancels 10b-1 plan
MercadoLibre rises after CEO ends trading plan
Wednesday July 9, 1:18 pm ET
MercadoLibre rises after CEO ends prearranged trading plan, analyst expects shares to benefit
http://biz.yahoo.com/ap/080709/mercadolibre_mover.html?.v=1
Analyst starts MercadoLibre with 'Buy' rating
Friday June 27, 3:03 pm ET
Stifel Nicolaus analyst starts covering MercadoLibre shares with 'Buy' rating
http://biz.yahoo.com/ap/080627/mercadolibre_analyst_note.html?.v=1
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CLNE as suspected... nice pinch setup too
MELI classic
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CZZ chatter yesterday about potential end to U.S. tariff on foreign ethanol imports
trying to polish crystal ball
Obama’s Campaign Closely Linked With Ethanol
http://www.truthabouttrade.org/content/view/11924/54/
Sugar rises to four-month high on ethanol demand
By Moming Zhou, MarketWatch
Last update: 4:59 p.m. EDT July 1, 2008Comments: 34SAN FRANCISCO (MarketWatch) -- Sugar futures rose Tuesday to their highest point in nearly four months on concerns that record crude-oil prices will increase global demand for ethanol produced from sugarcane as an alternative.Sugar rises to four-month high on ethanol demand
http://www.marketwatch.com/news/story/sugar-rises-four-month-high-ethanol/story.aspx?guid=%7BB8E594B2-C3B9-4CDB-A0D6-4EEA5C85D80D%7D&dist=msr_6
Need cheaper fuel? Cane do, Brazil says
Jerry W. Jackson | Sentinel Staff Writer
July 4, 2008
http://www.orlandosentinel.com/business/orl-cane0408jul04,0,7545751.story
Food groups urge Bush to suspend sugar-ethanol tariff
By Jim Snyder
Posted: 07/03/08 12:57 PM [ET]
http://thehill.com/leading-the-news/food-groups-urge-bush-to-suspend-sugar-ethanol-tariff-2008-07-03.html
Senator Lugar: Global Food Security
An Agenda for the G8 Summit
"To demonstrate leadership, the United States should lift
its tariff on Brazilian ethanol that now shelters the U.S. industry. G8 nations should
encourage greater investment in research and large-scale commercial deployment of next
generation biofuels made from non-feed stocks."
http://lugar.senate.gov/energy/food/G8Memo.pdf
Europe rethinks biofuels as climate-change remedy
European officials have proposed scaling back dramatically their goal of increasing Europe's use of biofuels, a major about-face on a central...
By JAMES KANTER
The New York Times
http://seattletimes.nwsource.com/html/nationworld/2008038558_biofuels08.html
EU to change biofuels policy: imports from Brazil, solid biomass for electric transport, biohydrogen
http://www.exchangemagazine.com/morningpost/2008/week28/Monday/0707011.html
"Brazil is the largest exporter of ethanol, but we cannot take full advantage of this because of an ill-advised 54-cent tariff per gallon on ethanol, to protect our corn growers. Not only is it cheaper to produce ethanol from sugarcane, but corn is less energy efficient and brought on the global food vs. fuel debate.
"http://www2.hernandotoday.com/content/2008/jul/09/we-know-truth-be-self-evident/
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CNBC Pickens plan
Pickens' Energy Plan
Unveiling a plan to cut down energy consumption in the U.S, with Boone Pickens, BP Capital CEO
http://www.cnbc.com/id/15840232?video=788361541&play=1
Unveiling a Solution to the Crisis
Further details to reduce America's dependence on foreign oil, with Boone Pickens, BP CEO
http://www.cnbc.com/id/15840232?video=788363642&play=1
Boone Answers Your Questions
Answers to viewer questions about energy, with Boone Pickens, BP CEO
http://www.cnbc.com/id/15840232?video=788384260&play=1
America's Energy Crisis
Perspectives on energy, the Fed and the big market picture, with Boone Pickens, BP CEO and Byron Wien, Pequot Capital
http://www.cnbc.com/id/15840232?video=788395408&play=1
Solving America's Energy Crisis
Insight on how Americans can reduce energy consumption, with Boone Pickens, BP CEO and Byron Wien, Pequot Capital
http://www.cnbc.com/id/15840232?video=788388246&play=1
Pickens' Plan Feasible?
Insight on whether the energy plan can actually work, with CNBC's Phil Lebeau
http://www.cnbc.com/id/15840232?video=788483196&play=1
Webcast tidbits:
CAEI hinted in their webcast today that new contracts and increase in backlog are coming
they expect 70% of 200mil backlog to be completed this year with expanding margins
CLNE: new 60" ad on CNBC re. T.Boone Pickens' plan to reduce our energy dependence on foreign oil
CLNE probably a beneficiary in some manner, if only on rumors...
T. Boone Pickens Unveils PickensPlan.com Energy Web Site Today
Obama, McCain? Are You Listening?
http://www.associatedcontent.com/article/865631/t_boone_pickens_unveils_pickensplancom.html
http://www.pickensplan.com/theplan/
He was on the early morning show on CNBC and I heard him quote a source re. the number of cars/1,000 people or something like that in reference to China's thirst for oil, and that any demand destruction in the States for oil would more than be met by their demands for more fuel.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
ACCL chart template got corrupted
ABK nice jawbone a/h yesterday; compare contrast with IMB
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama